Organizations Filed Purposes:
To provide independent, high quality research that helps investment professionals effectively fulfill their duties with prudence and care.
MEMBER VALUE PROGRAMS: CFA INSTITUTE RESEARCH FOUNDATION SPONSORED, PUBLISHED, AND DISTRIBUTED RESEARCH THAT CONTRIBUTED TO THE GLOBAL BODY OF KNOWLEDGE THAT INVESTMENT PROFESSIONALS AROUND THE WORLD USE IN THEIR DAY-TO-DAY PRACTICE. OVER THE PAST YEAR, THE FOUNDATION Published: FUTURE OF INVESTMENT MANAGEMENT, POPULARITY: A BRIDGE BETWEEN CLASSICAL AND BEHAVIORAL FINANCE, FIDUCIARY GOVERNANCE, MAINSTREAMING SUSTAINABLE INVESTING, SOME LIKE IT HEDGED, AND RELATIONSHIP ALPHA.
SCHOLARSHIP PROGRAM: CFA Institute Research Foundation continued to administer the CFA Institute 11 September Memorial Scholarship Fund, which annually awards scholarships to students pursuing undergraduate education in finance, economics, accounting or business ethics and who are either family of the 11 September 2001 terrorist attack casualities or who themselves were disabled in the attack. During the 2018-2019 academic year, the funds were awarded to 19 qualified individuals.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Jessica Lawson | SECRETARY | 2 | $0 |
| Kimball E Maynard | TREASURER | 2 | $0 |
| Aaron Low Cfa | BOARD MEMBER | 1 | $0 |
| Diane Nordin Cfa | BOARD MEMBER | 1 | $0 |
| Robert Jenkins Fsip | BOARD MEMBER | 1 | $0 |
| Sophie Palmer Cfa | BOARD MEMBER | 1 | $0 |
| Mauro Miranda Cfa | BOARD MEMBER | 1 | $0 |
| Bill Fung Phd | BOARD MEMBER | 1 | $0 |
| Joanne Hill Phd | BOARD MEMBER | 1 | $0 |
| Ted Aronson Cfa | CHAIR | 1 | $0 |
| Vikram Kuriyan Phd Cfa | BOARD MEMBER | 1 | $0 |
| Joachim Klement Cfa Cfp | INTERIM - VICE CHAIR | 1 | $0 |
| George R Hoguet Cfa Frm | BOARD MEMBER | 1 | $0 |
| Diane Garnick Cpa | BOARD MEMBER | 1 | $0 |
| Paul Smith Cfa | BOARD MEMBER | 1 | $0 |
| Walter V Haslett Jr Cfa | EXECUTIVE DIRECTOR/BOARD MBR | 40 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202031919349301918_public.xml